See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,346 | $110,094-3.4% | $151,611-29.9% | $68,494+55.3% |
| Participation rate | 80.8% | 84.0%-3.2pp | 87.5%-6.7pp | 67.9%+12.9pp |
| Annual return | -18.33% | -10.12%-8.2pp | 3.33%-21.7pp | -7.84%-10.5pp |
| Employer contribution / active EE | $3,137 | $4,471-29.8% | $6,166-49.1% | $2,596+20.8% |
| Participant deferral / active EE | $7,392 | $6,527+13.3% | $8,363-11.6% | $4,027+83.6% |
| Admin fee / account holder | $10,310 | $7,719+33.6% | $11,616-11.2% | $5,403+90.8% |